ALPHA THETA DELTA OF CHI PSI EDUCATIONAL FOUNDATION (EIN 461947705) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

NATE ROTHBAUER

Phone

2067904836

Tax Period

2023-01-01 to 2023-06-30

ALPHA THETA DELTA OF CHI PSI EDUCATIONAL FOUNDATION, founded in 2013, is a micro nonprofit in the Education sector that reported $26 in total revenue in fiscal year 2022. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 214631% operating deficit.

Mission

TO AID, ENCOURAGE, PROMOTE, AND CONTRIBUTE TO THE EDUCATION AND WELFARE OF PAST, CURRENT, AND FUTURE MEMBERS OF THE ALPHA THETA DELTA OF THE CHI PSI FRATERNITY, A NONPROFIT ORGANIZATION AT THE UNIVERSITY OF WASHINGTON.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26

Other Revenue $0

TOTAL REVENUE $26

Expense Breakdown

Grants Paid $55,321

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,775

Other Expenses $509

TOTAL EXPENSES $55,830

Year-over-Year Comparison

	2022	2021	Change
Revenue	$26	$2,105	-1.0%
Expenses	$55,830	$1,385	+39.3%
Net Income	$-55,804	$720	-78.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BODE	SECRETARY	N/A	Officer Director	$0	$0	$0
MIKE MULLEN	TREASURER	N/A	Officer Director	$0	$0	$0
NATE ROTHBAUER	PRESIDENT	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$26	$55,830	No data	$-55,804
2022	$110	$51,393	$55,804	$-51,283
2021	$2,105	$1,385	$107,087	$720
2020	$8,004	$1,639	$106,367	$6,365
2019	$45,649	$7,653	$100,002	$37,996
2018	$40,037	$4,930	$62,006	$35,107

ALPHA THETA DELTA OF CHI PSI EDUCATIONAL FOUNDATION